$AMD is becoming a completely different business in real time. A few years ago, revenue was spread much more evenly across client, gaming, embedded and data center. Now look at the red. Data Center has become AMD’s largest revenue engine by a wide margin, while the overall business continues hitting new highs. This is the part of the AMD thesis I think matters most. The company isn’t just participating in the AI infrastructure buildout anymore. It is increasingly being shaped by it.
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